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Rose Capital Advisors LLC’s Verizon VZ Stock Holding History

Rose Capital Advisors LLC’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+5,207
New +$244K 0.11% 101

Other funds holding VZ

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rose Capital Advisors LLC's VZ Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Verizon (VZ) in Q2 2026: 5,207 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #101 among its holdings.

2,082 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Rose Capital Advisors LLC held 5,207 shares of Verizon worth $220K as of Q2 2026.
  • Verizon was a new Rose Capital Advisors LLC position in Q2 2026.
  • Verizon made up 0.11% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #101 holding.
  • 2,082 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.